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Equity Strategy — Investment Idea

As markets are concerned by inflationary pressures, we are making the most of the risk-aversion movement. In our Portfolio, we are increasing our exposure to stocks that should benefit from higher interest rates, lowering our exposure to companies that should benefit from the economic recovery, and taking the opportunity from recent prices movements.

Published Date 29/09/2021


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Equity Strategy — Investment Idea

As markets are concerned by inflationary pressures, we are making the most of the risk-aversion movement. In our Portfolio, we are increasing our exposure to stocks that should benefit from higher interest rates, lowering our exposure to companies that should benefit from the economic recovery, and taking the opportunity from recent prices movements.



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